We are trusted to invest 10’s of millions of clients funds

Independent advice

We have a number of longstanding client relationships built on trust and professionalism and pride ourselves on providing honest, straightforward advice.

John Coldwellhas over thirty five years’ experience in the financial services industry. He founded JCPI in Ilkley 12 years ago and since then has been working with clients to achieve sound financial provision.

Backed up by an admin, reporting and compliance team, John’s expertise is in creating bespoke financial portfolios for each client, depending on their personal needs and realities and building in provision for pensions, inheritance tax and illness. JCPI’s wealth of experience means we’re well placed to find the most suitable solutions for each client’s needs.

BE PREPARED FOR WHAT MIGHT BE AROUND THE CORNER !!

About You

You never know what’s round the corner but it’s reassuring to know that you’re prepared. We can assist you to make sound financial planning decisions so that you know your future can be more financially secure.

You may have an existing financial portfolio that you’d like to see performing better in terms of cost, performance or risk, or you may have life situations that are causing you to reassess your financial portfolio. If you’re looking to refresh your portfolio in this way, you certainly don’t want to see heavy charges or penalties. At JCPI we’re able to take all of these aspects into account and come up with cost effective solutions.

Making sensible provision for children and grandchildren without compromising your own lifestyle, maximising your pension contributions and making sure that there are no breaches or disappointments later on.